• Revit

Advanced tagging options

Create a new tag to display additional design data.


Tutorial resources

These downloadable resources will be used to complete this tutorial:


Step-by-step guide

Create a new tag to display additional design data.

  1. Open the project M05_02.rvt.
  2. Ensure that the current view is HVAC > Floor Plans > 1 – Mech.
  • The Revit interface, with the project for this example open to the 1 – Mech floor plan view, and with the view name highlighted in the Project Browser on the left.
  1. In the system, select one of the duct size tags.
  2. On the ribbon, click Edit Family.
  3. Select File > Save As > Family.
  4. Save the duct size tag in the desired location as "Duct Design Tag".
  • In the Save As dialog box, the new File name entered for this example, with Save being selected.
  1. Select the label.
  2. On the Modify | Label contextual ribbon tab, click Edit Label.
  • In the Family Editor, the selected label, with the word “Size” centered within a rectangle; and on the ribbon, Edit Label is selected.
  1. In the Edit Label dialog box, from the list of available parameters, select Flow.
  2. Click the green arrow to Add it to the Label Parameters.
  3. Repeat these steps to add Friction and Velocity to the Label Parameters.

To alter the layout of the data in the tag:

  1. Click in the Suffix field of the size parameter.
  2. Press SPACEBAR, then type a forward slash (/).
  3. For the Flow parameter, select Break.
  4. In the Suffix field of the Friction parameter, press SPACEBAR, then type a forward slash (/).
  • The Edit Label dialog box, with all settings configured for this example so that Size, Flow, Friction, and Velocity show in the Label Parameters table on the right.
  1. If required, click Edit parameter's units format to edit the units, unit symbol, and number of decimal places for specific parameters; otherwise, the default project units will be used.
  • In the Edit Label dialog box, a zoomed-in view of the tools below the Label Parameters table, with the pointer selecting the Edit parameter’s units format icon, and with the tooltip displayed.
  1. Click OK to close the dialog box.
  2. Use the grips to increase the size of the box around the label to adjust the layout as shown.
  • The edited label, showing Size / Flow on the top line and Friction / Velocity on the second line, all centered within a rectangle.
  1. On the ribbon, click Load into Project.
  2. Select one of the visible duct size tags.
  3. In the Type Selector, select the new Duct Design Tag.
  • In Properties, a close-up view of the Type Selector expanded, with Duct Design Tag selected.
  1. Use the move grip to reposition the tag as needed.
  • In the floor plan view, the new Duct Design Tag being repositioned to an empty area for better visibility.
  1. If the information in the tag is not displayed correctly, in the Family Editor, increase the length of the box around the label, as shown.
  • The label open in the Family Editor, with the length of the box around it increased.
  1. Save the tag.
  2. Click Load into Project.
  3. Select Overwrite the existing version.

The information shown in the tag should now be displayed correctly.

  1. Select the new duct design tag.
  2. From the Options Bar, select Leader.
  3. Set the leader option to Free End.
  • In the floor plan view, the new Duct Design Tag displayed correctly and selected, and on the Options Bar, Leader is selected, and with Free End selected in the expanded drop-down.
  1. Move the free end of the leader along the length of the duct and observe the changes in values shown at the tag.
  • A close-up of the floor plan view, with the free end of the leader being moved along the length of the duct, and with the changed values on the tag.

The tag values also update if a change is made to the duct properties.

  1. Select the tagged section of duct.
  2. Change the Width to 12ʺ and note the changes in tag values.

The Duct Design Tag may not be suitable for presenting on final drawings, so other custom tags can be created and applied.

To apply a different, previously created tag to all of the tags in this view:

  1. Select all tags.
  • A zoomed-out view of the floor plan, with all tags selected.
  1. From the Type Selector, select the new tag—in this case, Duct Display Tag.

The Duct Display Tag shows the duct size and the system name.

  1. Reposition the tags as required.
  • In the floor plan view, the newly selected Duct Display Tag replacing all tags and showing only the duct size and system name.
  1. Save the project.
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